Skill

grant-vesting

Fetch vesting schedule for a specific option grant. Use when asked about vesting details, cliff dates, vesting progress, or unvested shares for a particular grant.

npx claudepluginhub carta/plugins --plugin carta-cap-table

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Fetch the full vesting schedule for an option grant and present it with useful context, not just the raw table.

SKILL.md

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Last CommitMar 27, 2026

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Grant Vesting Data

Fetch the full vesting schedule for an option grant and present it with useful context, not just the raw table.

Prerequisites

You need:

corporation_id — get from list_accounts if you don't have it

grant_id — identify via the grants list using the holder's name or grant number

Workflow

Identify the grant: Call fetch("cap_table:list:grants", {"corporation_id": corporation_id, "search": "<holder name>"}). If multiple grants are returned, ask the user which one, or pick the most relevant based on context.

Fetch vesting data: Call fetch("cap_table:get:grant_vesting", {"corporation_id": corporation_id, "grant_id": grant_id}).

Present with context — see below.

How to Present

The tool returns a formatted summary and vesting events table. Lead with a one-sentence plain-English summary before showing the table:

Pre-cliff: how long until the cliff, how many shares vest at cliff

Partially vested: what % has vested, what the ongoing cadence is (monthly/quarterly), when fully vested

Fully vested: confirm and note if any shares remain unexercised

Flag anything time-sensitive:

Cliff date within the next 90 days

Grant expiring soon

Large unvested block concentrated at a future date

Deep in-the-money grants: if the current 409A FMV is available and the spread between exercise price and FMV exceeds 10×, flag it. Note that holders face significant ordinary income (NSO) or AMT (ISO) exposure at exercise, and recommend the company consider a tender offer, early exercise program, or liquidity event planning.

Then show the formatted table from the tool.

Grant Vesting Data

Fetch the full vesting schedule for an option grant and present it with useful context, not just the raw table.

Prerequisites

You need:

corporation_id — get from list_accounts if you don't have it
grant_id — identify via the grants list using the holder's name or grant number

Workflow

Identify the grant: Call fetch("cap_table:list:grants", {"corporation_id": corporation_id, "search": "<holder name>"}). If multiple grants are returned, ask the user which one, or pick the most relevant based on context.
Fetch vesting data: Call fetch("cap_table:get:grant_vesting", {"corporation_id": corporation_id, "grant_id": grant_id}).
Present with context — see below.

How to Present

The tool returns a formatted summary and vesting events table. Lead with a one-sentence plain-English summary before showing the table:

Pre-cliff: how long until the cliff, how many shares vest at cliff
Partially vested: what % has vested, what the ongoing cadence is (monthly/quarterly), when fully vested
Fully vested: confirm and note if any shares remain unexercised

Flag anything time-sensitive:

Cliff date within the next 90 days
Grant expiring soon
Large unvested block concentrated at a future date
Deep in-the-money grants: if the current 409A FMV is available and the spread between exercise price and FMV exceeds 10×, flag it. Note that holders face significant ordinary income (NSO) or AMT (ISO) exposure at exercise, and recommend the company consider a tender offer, early exercise program, or liquidity event planning.

Then show the formatted table from the tool.